Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,473 | $88,707-95.0% | $74,184-94.0% | $273,972-98.4% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 12.70% | 11.94%+0.8pp | 17.74%-5.0pp | 41.46%-28.8pp |
| Employer contribution / active EE | $583 | $3,159-81.5% | $2,370-75.4% | $4,869-88.0% |
| Participant deferral / active EE | $948 | $4,212-77.5% | $3,550-73.3% | $5,287-82.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |